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JM

John M. Maag

STOCK TRADERS
Huntington Beach, CA 92647-3815
Some features on this profile are disabled
CRD#: 5484132
JM

Professional summary


John Michael Maag, who also goes by John Michael Maag Mr., is a registered financial professional currently at STOCK TRADERS located in Huntington Beach, California.

John is registered as a RR (Registered Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Michael Maag Mr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Michael Maag's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 24, 2015 - Present

STOCK TRADERS

Office #1: 16152 Beach Blvd. Suite 271, Huntington Beach, CA 92647-3815
RIA
BD
CRD#: 37711
Huntington Beach, CA
Past

September 4, 2009 - October 8, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
HUNTINGTON BEACH, CA
Past

October 17, 2008 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
HUNTINGTON BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/24/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ST
STOCK TRADERS
JOSLIN, JEFFREY ALEX | STOCK TRADERS

CRD#: 37711 / SEC#: , 8-47899

California
Registered Investment Advisory firm - SEC (3/27/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
16152 Beach Blvd. Suite 271, Huntington Beach, CA 92647
Mailing Address
16152 Beach Blvd. Suite 271, Huntington Beach, CA 92647-3815
Phone number
(714) 375-1788
Established
California since 11/30/1994
Firm type
Sole Proprietorship
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
JOSLIN, JEFFREY ALEXSOLE PROP. / CHIEF COMPLIANCE OFFICER1245475

Regulatory assets under management


Total Number of Accounts91
AUM (Assets Under Management)$ 44,354,122

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STOCK TRADERS

CRD#: 37711Huntington Beach, CA 92647-3815

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